2019-05-10T10:48:08-05:00 2018-06-30 161131146 BONADIO & CO LLP 432 NORTH FRANKLIN STREET SYRACUSE NY 13204 990 2017-07-01 150543658 CAZENOVIA COLLEGE CAZE 3156557000 95 ALBANY STREET CAZENOVIA NY 13035 MARK EDWARDS CHIEF FINANCIAL OFFICER 3156557000 2019-05-01 1 TIMOTHY HAMMOND P01224809 3154227109 216.171.181.162 2019-05-01 15:46:53 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9B9B2C04414E8A8A7B0B000B564D82BBD9A17CFF 2017 2019-02-21 02:37:17Z RONALD CHESBROUGH 95 ALBANY STREET CAZENOVIA NY 13035 67813797 0 X HTTP://WWW.CAZENOVIA.EDU/ X 1824 NY CAZENOVIA COLLEGE CULTIVATES STUDENT GROWTH AND CREATIVITY THROUGH ENGAGEMENT WITH AN INVOLVED FACULTY AND STAFF WHO PROVIDE A SUPPORTIVE, PERSONALIZED LEARNING ENVIRONMENT. CAZENOVIA'S DISTINCT BLEND OF LIBERAL ARTS AND PROFESSIONAL STUDIES ENCOURAGES INDIVIDUALIZED ACADEMIC PROGRAMS ENHANCED BY INTERNSHIPS AND APPLIED LEARNING ACTIVITIES, CREATING THE ENVIRONMENT FOR BOTH TRADITIONAL AND ADULT LEARNERS TO ACHIEVE THEIR UNIQUE EDUCATIONAL AND CAREER GOALS. 16 16 870 18 306814 -206330 2003936 2644511 39575252 33688335 4989884 1778209 85400 94798 46654472 38205853 19499841 16704913 0 0 14667071 13739742 3000 0 696890 10673848 9630394 44843760 40075049 1810712 -1869196 54747386 50871260 15710946 14928404 39036440 35942856 X CAZENOVIA COLLEGE CULTIVATES STUDENT GROWTH AND CREATIVITY THROUGH ENGAGEMENT WITH AN INVOLVED FACULTY AND STAFF WHO PROVIDE A SUPPORTIVE, PERSONALIZED LEARNING ENVIRONMENT. CAZENOVIA'S DISTINCT BLEND OF LIBERAL ARTS AND PROFESSIONAL STUDIES ENCOURAGES INDIVIDUALIZED ACADEMIC PROGRAMS ENHANCED BY INTERNSHIPS AND APPLIED LEARNING ACTIVITIES, CREATING THE ENVIRONMENT FOR BOTH TRADITIONAL AND ADULT LEARNERS TO ACHIEVE THEIR UNIQUE EDUCATIONAL AND CAREER GOALS. 0 0 36636065 16704913 33445809 THE COLLEGE PROVIDED EDUCATIONAL SERVICES TO 1,018 STUDENTS. ALL PROGRAM EXPENSES ARE INCURRED TO FURTHER THE EDUCATION OF THESE STUDENTS. 36636065 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 119 0 1 870 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARK EDWARDS 3156557000 95 ALBANY STREET CAZENOVIA NY 13035 JOHN A BARTOLOTTI VICE CHAIR 1.00 X X 0 0 0 ANDREW G CHURCH TRUSTEE 1.00 X 0 0 0 WILLIAM B EBERHARDT SECRETARY 1.00 X X 0 0 0 JEFFREY H HEATH TRUSTEE 1.00 X 0 0 0 MARGIE DOBIN MILLER TRUSTEE 1.00 X 0 0 0 EDWARD PRIEST TRUSTEE 1.00 X 0 0 0 STEPHANIE COTTON RUDNICK TRUSTEE 1.00 X 0 0 0 RICHARD L SMITH CHAIR 1.00 X X 0 0 0 CHRISTINE S STEENSTRA TRUSTEE 1.00 X 0 0 0 CONNIE M WHITTON TREASURER 1.00 X X 0 0 0 JAMES D FREYER JR TRUSTEE 1.00 X 0 0 0 KENNETH C GARDINER TRUSTEE 1.00 X 0 0 0 RONALD CHESBROUGH PRESIDENT 37.50 X X 273143 0 12394 SHANE O'DELL TRUSTEE 1.00 X 0 0 0 STEVE WELLS TRUSTEE 1.00 X 0 0 0 EDWIN J KELLEY JR TRUSTEE 1.00 X 0 0 0 GARY LIVENT TRUSTEE 1.00 X 0 0 0 JOHN MCCABE TRUSTEE 1.00 X 0 0 0 DEBRA A VERNI TRUSTEE 1.00 X 0 0 0 MARK EDWARDS VICE PRESIDENT FOR FINANCI 37.50 X 134185 0 16163 PATRICK QUINN VICE PRESIDENT ENROLLMENT SERVICES 37.50 X 115216 0 703 DAVID BERGH VP FOR PLANNING AND INSTITUTIONAL EFFECTIVENESS 37.50 X 104436 0 12083 626980 0 41343 4 0 1 0 RUFFALO NOEL LEVITZ LLC PO BOX 718 DES MOINES IA 50303 CONSULTANT 375837 SERVICE EXPERTS HEATING CORP 6019 CORPORATE DRIVE EAST SYRACUSE NY 13057 MAINTENANCE 148898 DECLERCK FLOORING INC 9562 COUNTY RTE 46 ARKPORT NY 14807 CONSTRUCTION 122615 3 4380 1495003 1145128 22397 2644511 TUITION AND FEES 611600 24932450 24932450 AUXILIARY SERVICES 611600 8755885 8472023 283862 33688335 249528 249528 23500 0 23500 23500 23500 30077320 1028166 29036163 540642 1041157 487524 1528681 1528681 13970 4380 6960 7010 7010 47131 24179 22952 22952 OTHER REVENUES 611600 41336 41336 41336 38205853 33445809 306814 1808719 16704913 16704913 456887 456887 11335038 9434572 1436567 463899 21868 16300 4418 1150 981874 749999 178963 52912 944075 703687 190743 49645 35031 33888 909 234 74950 72505 1944 501 54121 54121 853854 785059 39044 29751 254465 103204 138278 12983 1717273 1634674 67303 15296 911289 883664 21961 5664 270311 239751 12608 17952 110497 74836 31226 4435 396534 383600 10282 2652 2206640 2134666 57215 14759 192848 186558 5000 1290 AUXILLARY ENTERPRISES 1427289 1427289 MISCELLANEOUS 662915 618131 23807 20977 EQUIPMENT RENTAL AND MA 462377 448769 10818 2790 40075049 36636065 2742094 696890 252372 914852 1033247 835952 457795 352144 82732 98357 259765 280076 72678196 41825974 32588660 30852222 19415471 16989180 657344 548477 54747386 50871260 1053611 1003236 172571 124467 13038277 12289657 1446487 1511044 15710946 14928404 X 30395402 27421490 2861672 2638091 5779366 5883275 39036440 35942856 54747386 50871260 X -1869196 -1229424 5036 X 0 1 X 1 1 1 X 7822683 103909 15246 273746 7668092 7535556 69354 440706 222933 7822683 7582703 210538 -25214 232471 7535556 7603801 124991 97148 243237 7582703 5691098 1137790 985899 210986 7603801 0.76720 0.23280 0 0 890977 890977 51557669 24785535 26772134 357394 262360 95034 14378709 12860935 1517774 5493447 3917144 1576303 30852222 ASSET RETIREMENT OBLIGATION 1462574 DEFERRED GIVING OBLIGATION 48470 1511044 36799848 -1229424 -99508 -1328932 38128780 54121 22952 77073 38205853 39893432 -22952 -22952 39916384 54121 104544 158665 40075049 PART V, LINE 4: THE EARNINGS ON THE COLLEGE'S ENDOWED FUNDS ARE USED FOR SCHOLARSHIPS, CAPITAL FUNDING, AND ANNUAL SUPPORT FOR OPERATIONS AS DEFINED BY THE ANNUAL BUDGET. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 5,036. BOOKSTORE RENT EXPENSE -104,544. PART XI, LINE 4B - OTHER ADJUSTMENTS: COPY SHOP INCOME 47,131. COPY SHOP COST OF GOODS SOLD -24,179. PART XII, LINE 2D - OTHER ADJUSTMENTS: COPY SHOP INCOME -47,131. COPY SHOP COST OF GOODS SOLD 24,179. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOKSTORE RENT EXPENSE 104,544. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 1 1 SCHEDULE E, PART I, LINE 3 NON DISCRIMINATORY POLICIES ARE CONTAINED IN THE COLLEGE CATALOG AND THE ADMISSIONS PACKET. SCHEDULE E, PART I, LINE 6 PELL, SEOG, CWS GIVEN TO STUDENTS BASED UPON NEED WHERE COLLEGE ACTS AS CUSTODIAN AGENT FOR THE FUNDS. IN SOME INSTANCES THE COLLEGE CONTRIBUTES TO SCHOLARSHIPS AND STUDENT LOANS. PELL - BASIC EDUCATIONAL OPPORTUNITY GRANTS SEOG - SUPPLEMENTAL EDUCATIONAL OPPORTUNITY GRANTS CWS - COLLEGE WORK STUDY PROGRAM FINANCIAL ASSISTANCE IN THE FORM OF PERKINS LOAN WAS SUSPENDED IN 1988-1989 WHEN THE DEFAULT RATE WAS GREATER THAN 15%. STEPS WERE TAKEN TO LOWER THE DEFAULT RATE RESULTING IN THE COLLEGE RECEIVING FINANCIAL ASSISTANCE ALLOCATIONS IN THE FORM OF PERKINS LOANS IN THE 1991-1992 YEAR. GOLF TOURNAMENT 18350 4380 13970 3687 3273 18350 4380 13970 3687 3273 6960 7010 1 WORKSTUDY GRANT 149 38274 SEOG MATCHING GRANT 289 30124 CAZENOVIA COLLEGE GRANTS 724 16078124 ENDOWED SCHOLARSHIPS 237 281356 HEOP NYS GRANTS 68 277035 FORM 990 SCHEDULE I PART IV THE COLLEGE VERIFIES THAT THE RECIPIENT MEETS THE GUIDELINES OF EACH SPECIFIC AWARD. THE COLLEGE APPLIES GRANT MONIES DIRECTLY TO STUDENT BALANCES. X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RONALD CHESBROUGH PRESIDENT 273143 0 0 0 0 0 423 0 11971 0 285537 0 0 0 MARK EDWARDS VICE PRESIDENT FOR FINANCI 134185 0 0 0 0 0 223 0 15940 0 150348 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE, WHO SENT TO THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COLLEGE REQUIRES CONFLICT OF INTEREST QUESTIONNAIRES TO BE COMPLETED ANNUALLY FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES AND MEMBERS OF MANAGEMENT. THESE ARE MAINTAINED BY THE COLLEGE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF TOP MANAGEMENT ARE REVIEWED BY THE EXECUTIVE COMMITTEE ON AN ANNUAL BASIS. THE COMMITTEE UTILIZES COMPENSATION AND BENEFITS INFORMATION FROM SIMILAR COLLEGES. FORM 990, PART VI, SECTION C, LINE 19 THE COLLEGE'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 5,036. CHARITABLE REMAINDER TRUST INVESTMENT NY CAZENOVIA COLLEGE 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0